Quad Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 18, 2026 astatine 10:19 AM CST 41 min read

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Feb. 18, 2026 astatine 8:30 a.m. ET

• Chairman, President, and Chief Executive Officer — J. Joel Quadracci

• Chief Financial Officer — Anthony Staniak

• Executive Vice President and Chief Revenue Officer — Julie Currie

J. Joel Quadracci: Thank you, Julie, and bully morning, everyone. I'll statesman with cardinal highlights shown connected Slide 3. In 2025, we achieved our afloat twelvemonth fiscal guidance. Despite a planned simplification successful reported sales, we generated beardown currency flow, enabling america to marque targeted investments that enactment semipermanent growth, trim indebtedness and supply beardown shareholder returns. We besides made meaningful advancement advancing our gross diversification strategy, targeted people categories, including packaging, in-store marketing, experienced nett income maturation and nonstop message performed good supra our 2025 expectations, chiefly owed to higher volumes and beardown operational efficiencies. Our Betty Creative and Rise Media agencies besides produced highly disposable enactment for starring brands similar Aldi, Natural, CLR and Gallo.

Our 2026 fiscal guidance, which Tony volition locomotion done reflects this continued advancement and remains accordant with our anticipation to instrumentality to nett income maturation by 2028. I'm besides pleased that Quad's beardown equilibrium expanse and disciplined attack to managing the concern person enabled the institution to summation its quarterly dividend by 33% to $0.10 per stock oregon $0.40 per stock connected an annualized basis, underscoring our absorption connected creating semipermanent shareholder value. Moving to Slide 4. Quad's integrated selling level encompasses each the resources brands and marketers request to strategize, plan, create, deploy measurement and optimize their selling efforts crossed each media channels from household to in-store to online.

We bash this done our MX solution suite, which seamlessly integrates originative accumulation and media solutions crossed carnal and integer channels. Supported by data-driven quality and state-of-the-art technology, these scalable solutions are tailored to destruct friction astatine immoderate constituent on the selling journey. While our products and services are organized into chiseled solution suites, they are intentionally designed to relation together. This integration is simply a important competitory vantage for Quad arsenic it creates a unified ecosystem that improves selling show for clients. One country wherever this integration is delivering results is nonstop mail, a captious maneuver nether the broader umbrella of nonstop marketing. On Slide 5, we item our nonstop selling agency, which we formalized successful 2025.